· Private foundation
The Charitable Oak Foundation
Its FY2021 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
Read this first · the figures below need context
97% of The Charitable Oak Foundation’s FY2021 grant dollars went to Orange County Community Foundation, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2021 names 2 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2018, the last year The Charitable Oak Foundation named its own grantees at scale: 5 organizations, $15k. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2021.
Where the money goes
Grants by size, and the largest recipients.
| Recipient | Amount |
|---|---|
| THE WEBB SCHOOLS | $5,000 |
| THE WEBB SCHOOLS | $5,000 |
| LOS ANGELES THE DREAM CENTER | $2,550 |
| PARALYZED VETERANS OF AMERICA | $1,250 |
| SHELTER PROVIDERS OF ORANGE COUNTY INC | $1,000 |
| TAFT SCHOOL CORPORATION | $500 |
Does the money reach high-need areas?
Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.
Dollar for dollar, its grants (FY18–21) land where the poverty rate runs at 10%, against an area that typically sits at 11%. 5% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.
How this is measured
How this is measured
Closest unfunded matches
The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.
The association serves its members by creating resources that enable california school administrators to develop and apply creative leadership and management skills and in turn, improve the educational process for all students.
In an atmosphere of mutual respect and responsibility, the oaks school prepares students to meet the world with the combined wisdom of an intelligent mind, a skilled hand, and a compassionate heart.
Valley oak charter is dedicated to supporting and empowering homeschooled students and their families as they take an active role in designing and implementing an educational program that addresses state standards while igniting a passion…
The waverly school is a nonsectarian, coeducational, college preparatory progressive day school that spans preschool through high school. it is fully accredited by the western association of school and colleges and the california…
We inspire in our students a love of knowledge and the ability to use that knowledge creatively, compassionately and courageously throughout their lives.sage hill school's commitment to academic excellence and our outstanding college…
The philadelphia school educates children for a future that is impossible to know but not impossible to shape. learn here. go anywhere.
Rooted in the liberal arts & sciences & lutheran expression of the christian faith, & is committed to offering a challenging education that develops qualities of mind, spirit, & body necessary for a rewarding life of leadership & service…
Operation of a boarding school
Guided by the principles of academic rigor and diversity, the international school of san francisco offers programs of study in french and english to prepare its graduates for a world in which the ability to think critically and to…
California college of the arts educates students to shape culture and society through the practice and critical study of art, architecture, design, and writing. benefitting from its san francisco bay area location, the college prepares…
The mission of polytechnic school is to develop the unique intellect, talents, and character of each student in a community dedicated to academic excellence, personal responsibility, and service to others. the school envisions a community…
Scu is a catholic and jesuit institution that makes student learning its central focus, promotes faculty and staff learning in its various forms, and exhibits organizational learning.
How this is measured
8 grantees tracked through their own filings, 2017–2025.
Each grant beside the grantee’s revenue from every source, year by year.
How this is measured
Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 8 of the 9 grantees resolved in that span have returns of their own we could reconcile.
Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.
Where the money sits, by cause and then by grantee
Each grantee by its size and the funder’s share of it; top left is load-bearing
Grantee by grantee: a decade per organization, before and after funding
A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.
- Who funds ORANGE COUNTY COMMUNITY FOUNDATION ↗
- Who funds ORANGE COUNTY SCHOOL OF THE ARTS ↗
- Who funds THE WEBB SCHOOLS ↗
- Who funds UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION ↗
- Who funds THE LELT FOUNDATION INC ↗
- Who funds PARALYZED VETERANS OF AMERICA ↗
- Who funds SHELTER PROVIDERS OF ORANGE COUNTY INC ↗
- Who funds THE TAFT SCHOOL CORPORATION ↗
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.
Open a dossier: Orange County Community Foundation · The Bank of America Charitable Foundation Inc · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation
How this is measured
How much its grantees rely on government
Each dot is one organization The Charitable Oak Foundation funds: left to right is the share of its income from government, bottom to top the share from The Charitable Oak Foundation. Bigger dots raise more.
How this is measured
Play a game based on Charitable Oak’s filings →